Financial Services Admin Apprenticeship
Apply From: 21/12/2024
Learning Provider
Delivered by SKILLS EDGE TRAINING LTD
Employer
KIN LIFETIME PLANNING LIMITED
Vacancy Description
* Answer phone calls and emails ensuring clear and professional communication to clients and providers.
* Prepare agendas and materials for meetings and take minutes if required.
* Organise and schedule meetings for our Mortgage and Protection Advisor.
* Maintain databases and ensure records are up to date and easily accessible.
* Assist the Mortgage and Protection advisor in the application process for mortgages and protection policies.
* Greet visitors and clients, making sure they are attended to promptly.
* Manage and process mortgage paperwork, such as loan applications, credit checks, and contracts.
* Update clients on the status of their mortgage applications and any required documentation.
* Handle the administration of protection insurance policies such as life insurance, critical illness cover, and income protection.
* Perform other duties as required to ensure the office runs efficiently.
Key Details
Vacancy Title
Financial Services Admin Apprenticeship
Employer Description
KIN provides financial planning and support. We ensure that every one of our clients receives a service tailored to them and believe that conversations about finances should feel both comfortable and normal, by bringing them into the everyday. We thrive to develop the best plan for our clients, based on individual circumstances and goals. It’s the chance to be part of a fun, fast-paced working environment with a supportive and approachable team. You will get to be part of our client’s financial journeys helping them to achieve their goals.
Vacancy Location
Bingley House, Meadow Lane, Nottingham, NG14 5EX
Wage Frequency
Custom
Number of Vacancies
1
Vacancy Reference Number
1000292577
Key Dates
Apply From
21/12/2024
Closing Date For Applications
2025-01-17 23:59:59
Interview Begin From
Possible Start Date
2025-02-03 00:00:00
Learning Provider
SKILLS EDGE TRAINING LTD
Skills Required
Communication skills, Attention to detail, Organisation skills, Customer care skills, Problem solving skills, Administrative skills, Team working
Apply Now
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